inSitu Sales

Field sales, distribution and e-commerce management tool

About inSitu Sales

inSitu Sales is a cloud-based field sales, distribution and eCommerce management solution designed to help small to medium businesses manage and streamline processes for order taking, invoicing, and payments. With real-time data and GPS tracking functionality, it allows enterprises to closely monitor operations and communicate with field representatives, with the aim of improving operational efficiency.

Key features of inSitu Sales include billing, mobile payment processing, cataloging, routing and territory management. It enables sales teams to use the native mobile applications or eCommerce portal to create sales orders, estimates, and invoices in the field based on product information and pricing details provided by businesses. The platform comes with a communication module, which lets users create questionnaires or forms and add custom fields for text, photos and captured signatures in them. Enterprises can use the reporting functionality to generate surveys and reports after a complete analysis of inventory, marketing, sales, and delivery route data gathered on field tasks.

inSitu Sales facilitates integration with several third-party applications such as QuickBooks, Microsoft Excel, FreshBooks, SAP, and Xero. It provides native mobile applications for Android and iPhone devices for users to remotely upload content, which is then transferred to the server once internet is available.

Pricing starting from:

US$34,99/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to inSitu Sales

Key benefits of inSitu Sales

Whether you have reps in the field placing orders or drivers delivering your products, inSitu Sales gives them seamless and secure access to the data they need. Access inventory, custom pricing, print receipts and capture signatures. With your customer’s purchase history information, drive better sales and negotiations. With online and offline capabilities, inSitu Sales empowers your reps and drivers with the best tool for sales and delivery.

Devices

Business size

S M L

Markets

Canada, Colombia, United Kingdom, Mexico, Puerto Rico, United States

Supported Languages

English, Spanish

Pricing starting from:

US$34,99/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to inSitu Sales

Images

inSitu Sales Software - inSitu Sales: capture signatures and print invoices
inSitu Sales Software - inSitu Sales: Create customer profiles to immediately begin coordinating route optimization, GPS tracking, price management (custom lists or volume discounts), and integrate them automatically into billing.
inSitu Sales Software - inSitu Sales: Utilize custom built digital catalogs on either our B2B eCommerce portal, or mobile field sales app.
inSitu Sales Software - inSitu Sales: manage inventory, price lists and product images
inSitu Sales Software - inSitu Sales: Route optimization software can coordinate both time and cost effective routes for your fleet of sales reps and drivers.
inSitu Sales Software - inSitu Sales: Allow field reps to handle mobile invoicing and payment processing, and managers to optimize routes, track, and create customer lists.
inSitu Sales Software - inSitu Sales: integration with QuickBooks to facilitate invoicing
inSitu Sales Software - inSitu Sales: Real time gps tracking for your field sales reps and drivers. Follow their routes and which warehouses they will be stopping at.
inSitu Sales Software - 9
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inSitu Sales video
inSitu Sales Software - inSitu Sales: capture signatures and print invoices inSitu Sales Software - inSitu Sales: Create customer profiles to immediately begin coordinating route optimization, GPS tracking, price management (custom lists or volume discounts), and integrate them automatically into billing. inSitu Sales Software - inSitu Sales: Utilize custom built digital catalogs on either our B2B eCommerce portal, or mobile field sales app. inSitu Sales Software - inSitu Sales: manage inventory, price lists and product images inSitu Sales Software - inSitu Sales: Route optimization software can coordinate both time and cost effective routes for your fleet of sales reps and drivers. inSitu Sales Software - inSitu Sales: Allow field reps to handle mobile invoicing and payment processing, and managers to optimize routes, track, and create customer lists. inSitu Sales Software - inSitu Sales: integration with QuickBooks to facilitate invoicing inSitu Sales Software - inSitu Sales: Real time gps tracking for your field sales reps and drivers. Follow their routes and which warehouses they will be stopping at. inSitu Sales Software - 9

Features

Total features of inSitu Sales: 53

  • Accounting Integration
  • Alerts/Notifications
  • Backorder Management
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Billing & Invoicing
  • Billing Portal
  • Cataloging/Categorization
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customizable Invoices
  • Delivery Tracking
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Field Sales Management
  • GPS
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Online Invoicing
  • Online Payments
  • Order Entry
  • Order Fulfillment
  • Order Management
  • Order Tracking
  • Payment Processing
  • Price / Margin Management
  • Product Catalog
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Order Entry
  • Reporting/Analytics
  • Returns Management
  • Route Management
  • Route Optimization
  • Sales Activity Management
  • Sales Forecasting
  • Sales Orders
  • Shipping Management
  • Special Order Management
  • Territory Management
  • Third Party Integrations
  • Warehouse Management
  • eCommerce Management

Alternatives

Pepperi

4,4
#1 Alternative to inSitu Sales
Accelerate growth, reduce overhead and improve transparency by connecting field sales and B2B eCommerce on a single,...

Handshake

4,5
#2 Alternative to inSitu Sales
Handshake is a sales order management application for businesses in the wholesale industry. It enables users to manage...

Odoo

4,2
#3 Alternative to inSitu Sales
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Zoho Invoice

4,6
#4 Alternative to inSitu Sales
Zoho Invoice is a 100% free, online invoicing software for freelancers and small to medium enterprises (SMEs). It helps...

Reviews

Overall rating

4,6 /5
(14)
Value for Money
4,8/5
Features
4,3/5
Ease of Use
4,5/5
Customer Support
4,4/5

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Showing 5 reviews of 14
Douglas P.
Overall rating
  • Industry: Retail
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A must have, for mobile account management.

Reviewed on 2019/05/22

InSitu Sales offers an outstanding software at a great price. The customer service is outstanding!...

InSitu Sales offers an outstanding software at a great price. The customer service is outstanding! We run and organize most aspects of our business from mobile billing, account info, routing, sales history and have it all sync with QuickBooks. After our old software was no longer being supported, the switch to InSitu Sales has helped to make us more efficient while providing the customer a detailed, professional invoice.

Pros

The customer service is outstanding! [SENSITIVE CONTENT HIDDEN] and his team truly care about making sure the software is doing exactly what you need it to do. The ability to customize certain aspects to work with the way we do business. The affordability of this software simply can't be beat.

Cons

The time to make certain changes in the software can be lengthy. Need more personal training on how to use new features in the system.

Jim B.
Overall rating
  • Industry: Pharmaceuticals
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

InsituSales saved my business

Reviewed on 2019/05/22

I was using a different product before that was designed for use on a PDA which was really a great...

I was using a different product before that was designed for use on a PDA which was really a great product before Microsoft went to Windows 7. The developer decided to stop supporting it and I was left with nothing to do but start searching for a new product. I looked at a few things but they were all too expensive. Then I discovered InsituSales and thought I would give it a try.
Man am I glad I did.
At first there were some issues, but they were always there for me and whenever I asked them to add a feature or just show me how to do something they were on it.

Pros

Ease of everything. Customer service is very good. Price is Right.

Cons

I guess learning how to use it in the beginning, but once I got started it was a pleasure.

Francesco D.
Overall rating
  • Industry: Food & Beverages
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing Software and customer service

Reviewed on 2021/12/09

Pros

What I like about the inSitu Sales is all the features that comes with it's literally endless we discover new ones every day, their staff is top-notch and always ready to help, also very knowledgable on the platform and they respond immediately with any situation we may have

Cons

None so far It has everything we need a more

Alternatives Considered

Pepperi

Reasons for Choosing inSitu Sales

Handshake got bought from Shopify and they changed it into a different product

Switched From

Handshake

Reasons for Switching to inSitu Sales

All the features that comes with it
Mohamed D.
Overall rating
  • Industry: Food & Beverages
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Easy to use, but no support.

Reviewed on 2021/12/07

Overall experience is acceptable.

Overall experience is acceptable.

Pros

Very easy to use especially the mobile app. Any sales rep could use it without lots of training. The mobile app is very user friendly, all the icons are big and bold. Also, it does not to be connected all the time to the internet. You can use it offline, once connected to the internet, the app will sync with the server. Unlike Odoo, if not online or it has poor network connection you cannot bill a customer.

Cons

Invoice does not print properly, it does not give you the total number of items billed. Name of the customer does not print on the invoice, and you cannot customize anything. Support not responding neither on emails nor on phone calls. It does not have an automatic integration with Odoo.

Alternatives Considered

Odoo

Reasons for Switching to inSitu Sales

Yes, I tried many times to use Odoo for billing as we are using it for our accounting. Odoo's billing was extremely complicated. I had to switch to Instusales.

Response from inSitu Mobile Software

Hi Mohamed, we do allow the option to modify the template. Here is a tutorial, if we dont have a field supported you can definitely request it to [email protected] or via chat. Please send us your company name so we can coordinate and fix the printer template.

Tutorial: https://insitusales.zendesk.com/hc/en-us/articles/204624544-How-to-customize-your-PDF-and-Thermal-Printer-Template

Oscar R.
Overall rating
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great app, save us a lot of working time!!!

Reviewed on 2019/05/23

Same a lot of working time entering the sales orders.
Improve our sales and the relation with our...

Same a lot of working time entering the sales orders.
Improve our sales and the relation with our customers.
Able to organize better our sales catalogs.

Pros

Easy to use, and implement.
Very responsive customer service.
Help us to customize our company needs.
Communication in English and Spanish.
Reasonable monthly fee.

Cons

Need more features, but they update and improve the app constantly.

Alternatives Considered

Pepperi and Handshake

Reasons for Switching to inSitu Sales

Very responsive customer service and reasonable price.
Showing 5 reviews of 14 Read all reviews

inSitu Sales FAQs

Below are some frequently asked questions for inSitu Sales.

inSitu Sales offers the following pricing plans:

  • Starting from: US$34,99/month
  • Pricing model: Subscription
  • Free Trial: Available

Pricing is available on monthly and annual subscriptions for the mobile application and B2B eCommerce portal. Starts at $34.99/month/user for the mobile application, $129.99/month for the B2B eCommerce portal and $59.99 for our Sales Analytics module. Save on your subscription cost when you purchase annually!

inSitu Sales has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

inSitu Sales supports the following languages:

English, Spanish

inSitu Sales supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

inSitu Sales integrates with the following applications:

Authorize.Net, FreshBooks, Microsoft Excel, QuickBooks Online Advanced, SAP Business One, Stripe, Xero

inSitu Sales offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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